EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14M
3
+$2.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.08M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$1.97M

Top Sells

1
+$25.8M
2
+$2.92M
3
+$2.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
AAPL icon
Apple
AAPL
+$1.12M

Sector Composition

1 Technology 6.05%
2 Financials 5.08%
3 Healthcare 3.5%
4 Consumer Discretionary 3.5%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.96K ﹤0.01%
200
502
$2.95K ﹤0.01%
92
503
$2.89K ﹤0.01%
+31
504
$2.79K ﹤0.01%
+121
505
$2.63K ﹤0.01%
48
-350
506
$2.62K ﹤0.01%
+27
507
$2.6K ﹤0.01%
144
+20
508
$2.58K ﹤0.01%
15
509
$2.52K ﹤0.01%
35
510
$2.48K ﹤0.01%
+25
511
$2.47K ﹤0.01%
203
+9
512
$2.47K ﹤0.01%
+27
513
$2.27K ﹤0.01%
120
514
$2.21K ﹤0.01%
147
515
$2.16K ﹤0.01%
40
516
$2.1K ﹤0.01%
31
+6
517
$2.07K ﹤0.01%
48
518
$2.02K ﹤0.01%
58
+11
519
$1.95K ﹤0.01%
97
520
$1.84K ﹤0.01%
+25
521
$1.84K ﹤0.01%
35
522
$1.83K ﹤0.01%
4
+1
523
$1.79K ﹤0.01%
10
524
$1.76K ﹤0.01%
202
525
$1.74K ﹤0.01%
26
19 20
21
22 23